Sales Chatbot: The playbook for sales teams
Building the right sales chatbot is an easy tasks thanks to this dedicated playbook Bots are very powerful at every stages of the sales lifecycle. Discover how you can optimize your sales process and leverage customer experience for revenue growth.
If you don't know how to get started with the bot, we suggest you to read this article that explains all you need to know about our chatbot builder.
For the purpose of this sales chatbot, we will assume that sales assignment is based on countries. Note that thanks to our routing and assignment feature, you can do pretty much every kind of assignment.
if you want to know more about our routing and assignment feature, click here.
Add a button to your website that triggers the bot
As you may know, with Crisp, it's not possible to trigger a bot if a user hasn't engaged with the chatbox. However, there is a workaround that might help you to do so.
An ideal button would be a "Request a demo" button, available on your website, on key pages. By "key pages", we mean here high pages such as pricing pages or feature pages.
To do so, we're going to use our JS SDK, that lets you send a message on behalf of the user that has clicked on the button.
Example 1: Send a text message with $crisp.push(["do", "message:send", ["text", "Hello there! I'd like a demo of your product"]])
By doing so, you let the sales bot trigger as shown in the example below
This can be done straight into your codebase or by using Google Tag Manager.
Build your bot based on country location
Once this is done, it's time to switch to the chatbot builder. The first step is to define the matching pattern. If you don't how does this work. Here is an article that explains everything about matching patterns.
As you can see here, the matching pattern match almost exactly the message we send when the button is clicked by the user. It's mandatory so it doesn't get polluted by messages coming from random users.
Once you're done, the second step is to add a condition block (the light blue) and choose a "Check User Location" where you'll define the different countries you're willing to address. In our example, we will choose 3 countries: Australia, Brazil & France.
As you can see, we've also added an action block that is "Set Session Segment", this will help us to route conversation to right group of sales people within your company.
Craft your routing rules
Final step, reach out to "Message Routing Rules" in your inbox settings. This is where you'll make the matching between the segment that you assigned to the conversation and the people that have to handle the conversations.
Open the "Message Routing Rules" menu and open the routing rules options.
Click on "Add a routing rule"
Give it a name such as "Assignment for Australian Lead"
Create your filter that matches the segment name "Australia", defined in the chatbot previously
Assign the people that have to handle these conversations
Here what it should look like at the end.
Note that you can have multiple routing rules, as show above, at Crisp, we have routing based on customers language and message origin.
For the purpose of this chatbot, we're going to assume that you're sales team is handling conversations in multiple languages. The languages here will be Brazilian, English and French.
Create your bot scenario
As a reminder, always start a scenario with an event block that is "User Message Matches".
In this case, we're going to trigger the bot on ou website, which is the place where potential customers reach out to us, that's why we're also going to use a condition block that is "Page Url Matches".
Example : Trigger the sales bot on the homepage and all directory https://mywebsite.com/*
To better understand patterns, remember that we have a dedicated article about it.
Craft your messages
At this step, what you need to do is to define locales inserted in the "Send Message" action block. It's very easy to do.
Default locale is the version that will be chosen if the user doesn't speak any of the other languages that have been set up. Make sure you define one every time so it doesn't get weird behavior.
Here are the messages that have been written:
🇧🇷 Olá, aqui é Chad, o chatbot aqui em <CompanyName>, ficaria feliz em ajudá-lo, mas primeiro, preciso de alguns detalhes sobre você.
🇫🇷 Salut, c'est Chad, le chatbot ici chez <CompanyName>, je serais ravi de vous aider mais d'abord, j'ai besoin de quelques détails sur vous.
🇦🇺 Hey there, It's Chad, the chatbot here at <CompanyName>, I'd be glad to help you but first, I need some details about you.
If you want to go further into customers' details, you can use this scenario, that will tell you how to get leads' details thanks to a chatbot.
One of the main advantage of a chatbot is that it lets you grab customer data in a new way. Forget about webforms and traditional boring stuff. Use bot as a way to get lead information.
Chatbots are the perfect tools for landing pages when it comes to build a new way of interactions.
To improve your lead generation, you should combine triggers with a chatbot. It will make your conversation rate skyrocket will decreasing bounce rate.
To do so, we're going to use the same mechanism as in Sales chatbot n°1. We will need javascript to trigger the bot.
Add a button to your landing page
The button here can be different based on the kind of landing page that you're using. It can be a CTA that asks to download a whitepaper or any other thing you consider important to your business.
Remember, that you can combine the information you get with our bot and enrich them by using a webhooks that runs a clearbit enrichment for example.
Example : Send a text message with $crisp.push(["do", "message:send", ["text", "Hello there! I'd like a demo of your product"]])
Create your bot scenario
If you don't know how to get started with the bot, we suggest you to read this article that explains all you need to know about our chatbot builder.
Sales Playbook N°1: Book a meeting with the right sales rep
For the purpose of this sales chatbot, we will assume that sales assignment is based on countries. Note that thanks to our routing and assignment feature, you can do pretty much every kind of assignment.
if you want to know more about our routing and assignment feature, click here.
Add a button to your website that triggers the bot
As you may know, with Crisp, it's not possible to trigger a bot if a user hasn't engaged with the chatbox. However, there is a workaround that might help you to do so.
An ideal button would be a "Request a demo" button, available on your website, on key pages. By "key pages", we mean here high pages such as pricing pages or feature pages.
To do so, we're going to use our JS SDK, that lets you send a message on behalf of the user that has clicked on the button.
Example 1: Send a text message with $crisp.push(["do", "message:send", ["text", "Hello there! I'd like a demo of your product"]])
By doing so, you let the sales bot trigger as shown in the example below
This can be done straight into your codebase or by using Google Tag Manager.
Build your bot based on country location
Once this is done, it's time to switch to the chatbot builder. The first step is to define the matching pattern. If you don't how does this work. Here is an article that explains everything about matching patterns.
As you can see here, the matching pattern match almost exactly the message we send when the button is clicked by the user. It's mandatory so it doesn't get polluted by messages coming from random users.
Once you're done, the second step is to add a condition block (the light blue) and choose a "Check User Location" where you'll define the different countries you're willing to address. In our example, we will choose 3 countries: Australia, Brazil & France.
As you can see, we've also added an action block that is "Set Session Segment", this will help us to route conversation to right group of sales people within your company.
Craft your routing rules
Final step, reach out to "Message Routing Rules" in your inbox settings. This is where you'll make the matching between the segment that you assigned to the conversation and the people that have to handle the conversations.
Open the "Message Routing Rules" menu and open the routing rules options.
Click on "Add a routing rule"
Give it a name such as "Assignment for Australian Lead"
Create your filter that matches the segment name "Australia", defined in the chatbot previously
Assign the people that have to handle these conversations
Here what it should look like at the end.
Note that you can have multiple routing rules, as show above, at Crisp, we have routing based on customers language and message origin.
Sales Chatbot N°2: Multilingual chatbot for international sales team
For the purpose of this chatbot, we're going to assume that you're sales team is handling conversations in multiple languages. The languages here will be Brazilian, English and French.
Create your bot scenario
As a reminder, always start a scenario with an event block that is "User Message Matches".
In this case, we're going to trigger the bot on ou website, which is the place where potential customers reach out to us, that's why we're also going to use a condition block that is "Page Url Matches".
Example : Trigger the sales bot on the homepage and all directory https://mywebsite.com/*
To better understand patterns, remember that we have a dedicated article about it.
Craft your messages
At this step, what you need to do is to define locales inserted in the "Send Message" action block. It's very easy to do.
Default locale is the version that will be chosen if the user doesn't speak any of the other languages that have been set up. Make sure you define one every time so it doesn't get weird behavior.
Here are the messages that have been written:
🇧🇷 Olá, aqui é Chad, o chatbot aqui em <CompanyName>, ficaria feliz em ajudá-lo, mas primeiro, preciso de alguns detalhes sobre você.
🇫🇷 Salut, c'est Chad, le chatbot ici chez <CompanyName>, je serais ravi de vous aider mais d'abord, j'ai besoin de quelques détails sur vous.
🇦🇺 Hey there, It's Chad, the chatbot here at <CompanyName>, I'd be glad to help you but first, I need some details about you.
If you want to go further into customers' details, you can use this scenario, that will tell you how to get leads' details thanks to a chatbot.
Sales Chatbot N°3: Lead Form Chatbot
One of the main advantage of a chatbot is that it lets you grab customer data in a new way. Forget about webforms and traditional boring stuff. Use bot as a way to get lead information.
Chatbots are the perfect tools for landing pages when it comes to build a new way of interactions.
To improve your lead generation, you should combine triggers with a chatbot. It will make your conversation rate skyrocket will decreasing bounce rate.
To do so, we're going to use the same mechanism as in Sales chatbot n°1. We will need javascript to trigger the bot.
Add a button to your landing page
The button here can be different based on the kind of landing page that you're using. It can be a CTA that asks to download a whitepaper or any other thing you consider important to your business.
Remember, that you can combine the information you get with our bot and enrich them by using a webhooks that runs a clearbit enrichment for example.
Example : Send a text message with $crisp.push(["do", "message:send", ["text", "Hello there! I'd like a demo of your product"]])
Create your bot scenario
Updated on: 30/11/2023
Thank you!